Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,598 | $64,729-92.9% | $112,263-95.9% | $68,490-93.3% |
| Participation rate | 88.9% | 67.2%+21.7pp | 75.1%+13.8pp | 67.9%+21.0pp |
| Annual return | -16.91% | -11.40%-5.5pp | 27.49%-44.4pp | -7.85%-9.1pp |
| Employer contribution / active EE | $2,573 | $2,746-6.3% | $3,636-29.2% | $2,597-0.9% |
| Participant deferral / active EE | $1,835 | $3,566-48.5% | $4,729-61.2% | $4,028-54.4% |
| Admin fee / account holder | $468 | $5,222-91.0% | $6,410-92.7% | $5,403-91.3% |